I'll just add a bit to that.
We have been fairly successful in intermodal business. I know that over the past five years Canadian Pacific's intermodal business has been growing by 6% per year, so there has been some modal shift.
I think that would all change if we lost a big chunk of our traffic, because we're very capital intensive, and that would up our unit cost of everything we do, and it would probably put us out of being competitive on things like intermodal.